Top CRM Consultants in the United States
From the Bay Area’s Salesforce talent pool to Boston’s RevOps leaders and Austin’s fast-scaling SaaS scene, the United States is a global hub for customer relationship management experts. The right partner can align sales, marketing, and service, deliver clean data pipelines, and automate customer journeys that drive revenue.
Clutch makes it easier to choose confidently: every firm in our directory is verified, with in-depth client reviews, service focus, and portfolio details. Use filters to narrow by budget, platform (Salesforce, Microsoft Dynamics 365, HubSpot, Zoho, and more), industry, location, and hourly rate. Start with our curated lists and compare CRM implementation services, CRM strategy consulting, and CRM system integration options that fit your roadmap. Explore top firms globally or refine to the U.S. market here:
• Top CRM Consulting Companies
• CRM Consulting Companies in San Francisco
• CRM Consulting Companies in New York
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Featured
What are Featured Providers?
$5,000+$200 - $300 / hr10 - 49Serves United StatesServices provided
See all 102 projectsSet2Close is a CRM Consultancy specializing in CRM Implementation, Integration, and Customer Relationship Management Consulting. They receive consistently positive feedback, with 100% of reviews highlighting their expertise in HubSpot, exceptional project management, and personalized support. Clients particularly appreciate their organized approach and ability to tailor solutions to specific business needs, as noted in 80% of the reviews.
$1,000+$25 - $49 / hr50 - 249Serves United StatesServices provided
See all 104 projectsPeeklogic, LLC is a CRM Consultancy specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Consulting. The company consistently receives positive feedback, with clients highlighting their professionalism, responsiveness, and ability to deliver projects on time. Approximately 100% of reviewers commend their effective communication and alignment with client company values, underscoring their expertise in CRM & Systems Integration.
$1,000+$25 - $49 / hr50 - 249Serves United StatesServices provided
See all 47 projectsComputan is a web development company that specializes in HubSpot and WordPress integration, offering services such as website development, CMS management, and CRM integration. The reviews reflect overwhelmingly positive feedback, with approximately 85% highlighting their technical fluency and timely delivery. A significant 70% of reviewers commend their adaptability and communication, emphasizing their role as a dependable partner rather than just a vendor.
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$10,000+$100 - $149 / hr10 - 49Lakeville, PA
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Based in Lakeville, Pennsylvania, LockData Technologies is a software development firm. They offer Custom Software Development and Web Development.
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UndisclosedUndisclosed50 - 249Chicago, IL
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Kenway Consulting, LLC, a cloud consulting & SI company, is located in Chicago, Illinois. The team provides cloud consulting & SI and AI Consulting.
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Featured
What are Featured Providers?
$5,000+$200 - $300 / hr50 - 249Serves United StatesServices provided
See all 15 projectsCloudMasonry is a CRM Consultancy specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Consulting services. Their reviews reflect a high level of expertise, professionalism, and client satisfaction, with 100% of reviewers expressing positive feedback. Clients commend their proactive approach, knowledge in CRM systems, and ability to deliver projects on time and within budget.
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$25,000+$150 - $199 / hr2 - 9San Ramon, CA
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Green Dolphin Software, a CRM consulting and SI company, focus on CRM consulting and SI and ERP consulting and SI. They were founded in 2016.
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$1,000+$200 - $300 / hr10 - 49Baltimore, MD
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Incite Automation is a CRM consulting and SI company founded in 2018. The firm focuses on CRM consulting and SI and ERP consulting and SI, and is small.
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$10,000+$150 - $199 / hr2 - 9Overland Park, KS
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TANK New Media is a Content Marketing company. Their team is in Overland Park, Kansas. The company specializes in Content Marketing and Demand Generation Marketing.
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$50,000+$50 - $99 / hr10 - 49Dallas, TX
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Z&C Consultants is a big data analytics company headquartered in Dallas, Texas. The team focuses on BI & big data consulting & SI and CRM consulting and SI.
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$1,000+$100 - $149 / hr2 - 9Appleton, WI
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Aspect Marketing is a branding firm. Based in Appleton, Wisconsin, their small team specializes in Branding and CRM consulting and SI. The company was launched in 2019.
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$10,000+$50 - $99 / hr50 - 249Plano, TX
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See all 2 projectsmindZvue Technologies is a CRM Consulting and Systems Integration company, highly praised for their expertise in CRM implementation and integration. A significant 90% of reviewers highlight their exceptional project management skills and customer-focused approach, contributing to notable business outcomes such as a 15% revenue growth. Their commitment to customer success is consistently emphasized, with no areas identified for improvement.
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$5,000+$100 - $149 / hr2 - 9New York, NY
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PRONKO is an IT managed services company established in 2019. Their services include IT managed services and unified communications consulting & SI.
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$1,000+$25 - $49 / hr10 - 49Austin, TX
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See all 2 projectsProteus Technologies LLC is a CRM Consulting and SI firm specializing in CRM implementation and systems integration, particularly with HubSpot. Reviews highlight their ability to improve lead tracking and CRM visibility, with 100% positive feedback on their project management, flexibility, and support in creating structured and scalable CRM systems.
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$5,000+$100 - $149 / hr10 - 49Brooklyn, NY
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See all 12 projectsmvpGrow is a versatile digital marketing agency specializing in services such as SEO, PPC, and content strategy. The company consistently receives positive feedback, with clients praising their reliability, adaptability, and the ability to deliver timely results that exceed expectations. Approximately 90% of reviews highlight their strong project management skills and excellent communication, emphasizing mvpGrow as a valuable, long-term partner in achieving marketing objectives.
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$25,000+$25 - $49 / hr250 - 999Irvine, CA
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See all 4 projectsLink Development is a custom software development company specializing in digital transformation and technical solutions, including CRM, mobile applications, and web-based platforms. Reviews highlight their strong software development skills, flexibility, and commitment to quality. Approximately 75% of feedback emphasizes their responsiveness and ability to meet deadlines, although 25% suggest improvements in requirement gathering efficiency. Overall, Link Development is recognized for its professionalism and positive impact on clients' operations.
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$5,000+$150 - $199 / hr50 - 249Sheridan, WY
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Established in 2021, Upzoids is a midsize Calgary, Canada-based CRM consulting and SI company. Their team offers CRM consulting and SI and Low/No Code Development.
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$10,000+$150 - $199 / hr10 - 49Seattle, WA
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See all 5 projectsStrong CRM is a proficient CRM consultancy specializing in CRM implementation, integration, and systems integration. Reviewers consistently praise their tailored workflows, responsiveness, and effective project management, with over 90% noting timely delivery and transparent communication. Their agile approach and seamless integrations have resulted in significant improvements to lead management, conversion rates, and client satisfaction across various industries.
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$1,000+$150 - $199 / hr50 - 249Atlanta, GA
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See all 1 projectsRevPartners is an SEO agency that specializes in increasing SEO, organic search, and inbound lead generation. The reviews highlight their exceptional team culture and alignment with client values, with 100% positive feedback on communication and project management. Clients commend their integrity, excellence, and the significant value they add to businesses.
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$50,000+$150 - $199 / hr1,000 - 9,999New York, NY
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See all 1 projectsBluewolf is a consulting firm renowned for its deep expertise in Salesforce and marketing automation services, particularly through Eloqua integration. Feedback highlights their ability to efficiently bridge systems, create manageable campaigns, and reduce costs. Approximately 75% of reviewers emphasize their strong Salesforce skills as a major differentiator, underscoring their reputation for high-quality service and strategic insight.
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$1,000+$150 - $199 / hr10 - 49Chicago, IL
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See all 6 projectsSMBHD is a technology consulting firm specializing in Salesforce implementation, managed IT services, and cybersecurity solutions. In their reviews, 100% of clients appreciated SMBHD's personalized service, technical expertise, and commitment to delivering on time and within budget. Clients consistently praised their responsive communication and problem-solving capabilities, with no significant areas for improvement noted.
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$5,000+$100 - $149 / hr10 - 49Miami, FL
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See all 4 projectsSkyPlanner is a CRM Consultancy firm specializing in CRM Implementation and CRM Systems Integration. Their reviews are overwhelmingly positive, with 100% of clients expressing satisfaction with timely delivery and exceptional dedication. Reviewers consistently highlight SkyPlanner's meticulous planning and alignment with client goals.
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$10,000+$150 - $199 / hr10 - 49Los Angeles, CA
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See all 8 projectsCloudsquare is a Salesforce consulting firm specializing in CRM customization, integration, and migration services. Across reviews, 100% of clients commend their efficiency, responsiveness, and expertise in Salesforce, with notable improvements in workflow automation and business scalability. Clients appreciate Cloudsquare's ability to swiftly understand and address unique business needs, contributing to significant operational enhancements and time savings.
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$25,000+$50 - $99 / hr50 - 249New York, NY
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See all 9 projectsErgonized is a comprehensive IT consultancy specializing in Salesforce and Zoho solutions, as well as web development. Reviews consistently highlight the firm's technical expertise, responsive project management, and effective communication, with 100% of feedback being positive. Clients are particularly impressed with Ergonized’s ability to adapt to client needs and deliver high-quality, reliable solutions across various platforms.
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UndisclosedUndisclosed50 - 249Milwaukee, WI
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See all 1 projectsPenrod is a CRM Consulting and SI company specializing in Salesforce CRM implementation and integration. They have received positive feedback for their expertise and specialization in life sciences, with reviewers noting a good ROI and effective project management. Approximately 80% of feedback highlights their solid partnership, though some suggest improvements in communication consistency.
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$1,000+$100 - $149 / hr10 - 49Flower Mound, TX
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See all 3 projectsInovi Solutions is a CRM Consulting and Systems Integration company praised for its effective CRM Implementation and Integration services. With a focus on delivering high value at a budget-friendly cost, they received overwhelmingly positive feedback, noted for their responsiveness and ability to handle complex projects, with 100% of reviewers highlighting their impressive problem-solving capabilities.
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UndisclosedUndisclosed50 - 249Calabasas, CA
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See all 7 projectsFaye is a CRM Consultancy specializing in CRM Implementation and Systems Integration, with a strong focus on SugarCRM integration. Feedback indicates a 100% positive response rate, highlighting their effective project management, clear communication, and ability to deliver tailored solutions. Notably, 75% of reviewers commend Faye for their value for cost and alignment with business needs.
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Undisclosed$150 - $199 / hr10 - 49St. Louis, MO
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See all 1 projectsXTIVIA (formerly Strategic Sales Systems) is a CRM implementation and consulting company known for its exceptional hands-on service and quick response times. They have significantly improved clients' sales by 25% to 27%, and 100% of reviews highlight their efficiency and client-focused approach. Clients commend their ability to provide timely and tailored solutions.
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$10,000+$200 - $300 / hr10 - 49Grand Haven, MI
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See all 8 projectsEvenbound is a CRM Consulting and Systems Integration firm highly praised for delivering comprehensive solutions such as CRM implementation, data migration, and marketing integration. With 100% of reviews highlighting their timeliness and effective project management, clients appreciate their personalized approach and deep industry understanding, which consistently results in increased leads and enhanced digital presence.
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$10,000+$100 - $149 / hr250 - 999Atlanta, GA
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See all 6 projectsVelosio is an IT solutions provider specializing in Microsoft Dynamics, Teams, and SharePoint services. They receive predominantly positive feedback, with 100% of reviewers highlighting their expertise, responsiveness, and effective project management. Velosio is praised for delivering projects on time and offering tailored solutions, although one reviewer suggested an earlier assignment of experienced resources to avoid initial delays.
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$1,000+$50 - $99 / hr10 - 49Bellevue, WA
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See all 18 projectsRevX is a CRM Consulting and SI firm that specializes in CRM Implementation and Integration. The company consistently maintains a high standard of communication, responsiveness, and timely delivery of projects, as noted by 100% of reviewers. Clients frequently commend RevX for their flexibility in problem-solving and their ability to provide cost-effective solutions, with 80% mentioning their alignment with budgetary constraints and company values.
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$5,000+Undisclosed250 - 999Austin, TX
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See all 44 projectsEBQ is a CRM Consulting and SI company specializing in CRM integration, lead generation, and technical content writing. Their reviews highlight a 100% satisfaction rate with exceptional project management and timely delivery, praised for maintaining open communication, exceeding expectations, and delivering measurable outcomes. Clients commend their professionalism and alignment with company values.
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$5,000+$25 - $49 / hr250 - 999New York, NY
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See all 20 projectsTechWize is a CRM Consultancy and Systems Integration company specializing in CRM Implementation, Integration, and Customer Relationship Management Consulting. They have received overwhelmingly positive reviews, with 100% of clients highlighting their expertise in CRM systems and timely project management. Reviewers frequently praise their professionalism, clear communication, and commitment to project success.
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$1,000+$150 - $199 / hr50 - 249San Francisco, CA
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See all 11 projectsRSM is a consultancy firm specializing in Salesforce implementation, customization, and integration projects. Across their reviews, clients commend RSM for their deep technical expertise, with over 90% of reviewers highlighting their ability to meet project deadlines and budgets. Around 80% of clients noted impressive project management and communication skills, contributing to their high satisfaction rates. RSM consistently demonstrates a client-focused approach, adapting to diverse industry needs and fostering strong, efficient partnerships.
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$10,000+$200 - $300 / hr50 - 249New York, NY
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See all 3 projectsPlative, formerly known as Audaxium, is a solutions provider specializing in NetSuite and Salesforce integrations and support. They are commended for their professionalism, accessibility, and accountability, with approximately 90% of the feedback highlighting their business acumen and technical expertise. Clients appreciate their attention to detail and customer focus, though some suggest improvements in immediate availability for urgent matters.
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$5,000+$100 - $149 / hr2 - 9Denver, CO
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See all 1 projectsBrightlark, formerly known as AdVision Marketing, is a digital marketing agency specializing in inbound marketing, paid search, and SEO services. Their reviews indicate a high level of client satisfaction, with 100% positive feedback praising their proactive approach and effective communication. Clients particularly appreciate their ability to reduce costs and increase lead volume, with a noted 400% decrease in cost per lead.
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$10,000+$150 - $199 / hr10 - 49Palmetto Bay, FL
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See all 4 projectsDiaz & Cooper is a CRM Consulting firm specializing in CRM Systems Integration and optimization, particularly with HubSpot. Reviews highlight their precise project management, responsiveness, and expert team, contributing to improved SEO and lead generation. Overall, 100% of feedback is positive, with many clients praising their cultural fit and value for cost.
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$5,000+$100 - $149 / hr10 - 49Plymouth, MN
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See all 5 projectsCirrius Solutions is a strategic consulting firm specializing in Salesforce implementation and CRM solutions. Reviews highlight their flexibility, professional project management, and ability to integrate seamlessly with client teams. Approximately 90% of feedback emphasizes their strategic consultancy and adaptability. Clients appreciate their proactive communication, strong leadership, and the ability to handle complex projects, while maintaining a focus on continuous improvement and achieving client goals.
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$5,000+$150 - $199 / hr2 - 9Osseo, MN
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See all 5 projectsLake One is a CRM Consulting and SI firm specializing in HubSpot implementation, CRM optimization, and marketing strategy support. Clients consistently praise their expertise, responsiveness, and seamless integration into teams. The reviews reflect 100% positive feedback, highlighting their project management, lead optimization, and the added value they provide beyond initial expectations.
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$5,000+$150 - $199 / hr10 - 49McLean, VA
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See all 12 projectsProperExpression is a CRM Consulting and Systems Integration firm that excels in CRM implementation, CRM integration, and digital marketing solutions. Across their reviews, 100% of clients highlight their effective project management and responsiveness, with outcomes such as reducing CRM duplicates by 80% and enhancing lead quality. Clients appreciate their expertise in HubSpot and value their ability to align services with business needs.
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UndisclosedUndisclosed50 - 249Appleton, WI
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See all 2 projectsLedgeview Partners is a specialized CRM development firm noted for its customization and integration services. Across reviews, 100% of clients praised their ability to tailor solutions to meet specific needs, enhancing workflow and user-friendliness. Clients highlighted their effective project management and collaborative approach, leading to improved data management and sales processes. The firm is lauded for its experienced team and client-centric focus.
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$10,000+$150 - $199 / hr10 - 49Atlanta, GA
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See all 5 projectsConfigero is a Salesforce consultancy specializing in CRM solutions and data integration services. Reviews highlight their deep expertise in Salesforce, with clients praising their ability to customize complex systems quickly and efficiently. Positive feedback dominates, with approximately 90% of reviewers noting their impressive project management and commitment to client success. Clients also appreciate Configero's ability to deliver measurable results, such as enhanced visibility and process automation.
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$25,000+$100 - $149 / hr10 - 49Charlotte, NC
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See all 8 projectsEquals 11 is a CRM Consultancy specializing in CRM Implementation and CRM SI services. They consistently deliver high-quality, timely, and budget-conscious outcomes, with 90% of reviews highlighting their professionalism and culture fit. Their approach is notably high-touch, responsive, and tailored, with 80% of clients commending their capacity to align solutions with business needs and foster meaningful customer relationships.
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Undisclosed$150 - $199 / hr10 - 49Charlotte, NC
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See all 2 projectsC5 Insight is a consultancy specializing in CRM solutions and support, particularly with Salesforce.com, Microsoft Dynamics CRM, and SharePoint. Reviews highlight their professionalism, flexibility, and deep expertise, with 100% of clients expressing satisfaction. They are praised for responsive service and effectively integrating into client teams, exceeding expectations and fostering long-term relationships.
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$5,000+$100 - $149 / hr2 - 9New York, NY
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See all 2 projects'EUDOKIA' Technologies Limited is a CRM Consulting and Systems Integration company specializing in CRM Implementation and Integration services. The reviews highlight their expertise in Microsoft Dynamics and their commendable project management, with 100% of feedback being positive. Clients appreciated their user adoption strategies and effective communication, ensuring seamless CRM system integration and enhanced business operations.
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$10,000+$200 - $300 / hr10 - 49West Chester, PA
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See all 17 projectsMole Street is a versatile digital marketing agency specializing in services such as content marketing, SEO, website redesign, and digital advertising. The company's strengths are reflected in its capacity to deliver high-quality output akin to larger agencies, with a 98% approval rate among reviewers. Clients frequently commend Mole Street for their strategic approach and collaborative spirit, with 85% highlighting their effective project management and communication skills.
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$25,000+$100 - $149 / hr50 - 249Cleveland, OH
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See all 3 projectsRobots & Pencils is a technology consulting firm specializing in Salesforce development and integration. The company is praised for its adaptability and comprehensive expertise in complex business systems, with positive feedback regarding their communication and project management skills. Approximately 80% of reviewers highlight their effective handling of evolving project requirements, though some note initial reliance on external contractors.
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$5,000+$150 - $199 / hr10 - 49Pleasant Ridge, MI
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See all 20 projectsPerfect Afternoon is a versatile web development and digital marketing agency that excels in creating user-friendly websites and implementing effective SEO and PPC strategies. Reviews highlight their commitment to deadlines, strong communication, and personalized service, with approximately 90% positive feedback noting their creativity and understanding of client needs. Their expertise in improving website functionality and generating leads is consistently praised across multiple reviews.
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$5,000+$150 - $199 / hr2 - 9Los Angeles, CA
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See all 8 projectsLead Love is a CRM Consulting company specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Integration services, primarily using the HubSpot platform. Reviews indicate that 100% of clients appreciate their responsiveness, technical expertise, and ability to exceed project expectations, with no areas for improvement noted. Over 75% highlighted their comprehensive knowledge of HubSpot, contributing significantly to streamlined business processes and effective CRM systems integration.
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$25,000+$50 - $99 / hr50 - 249Issaquah, WA
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See all 8 projectsOntargIT is an IT consulting firm specializing in data migration, ERP system development, and cloud solution implementation. The company has received overwhelmingly positive feedback, with 100% of reviewers praising its technical expertise, project delivery, and dedication. Clients particularly commend OntargIT's deep knowledge, collaborative approach, and flexibility in meeting client needs, highlighting its impactful role in complex digital transformation projects.
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$10,000+$150 - $199 / hr10 - 49Wixom, MI
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See all 18 projectsTraction Consulting Group is a consulting firm specializing in ERP and CRM solutions, particularly with Odoo systems, and offers data services, system integration, and business process optimization. Reviews indicate a 100% positive feedback rate, highlighting their effective communication, on-time delivery, and ability to handle complex projects remotely. Approximately 90% of reviewers commend their responsiveness and proactive approach to project management.
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$10,000+$25 - $49 / hr50 - 249San Francisco, CA
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See all 5 projectsCymetrix Infotech Inc. is a CRM consulting firm specializing in CRM implementation and systems integration. The reviews highlight their robust technical expertise, with 100% of clients appreciating their unique solutions for CRM development and integration. They are praised for their responsiveness and project management, with no areas for improvement noted, suggesting a high satisfaction rate among clients.
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$10,000+$50 - $99 / hr10 - 49Laurel, MD
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See all 8 projectsPumex Computing, LLC is a versatile technology solutions company specializing in web development, custom software development, and Salesforce support. The company has consistently received positive feedback, with clients praising their project management, communication, and leadership involvement. Notably, 100% of reviewers highlighted their strong communication and project management capabilities, with key personnel being readily accessible. While minor issues such as early staffing concerns were noted, the overall client satisfaction remains high, reflecting their commitment to quality and reliable service delivery.
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$25,000+$50 - $99 / hr1,000 - 9,999Irving, TX
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See all 15 projectsQuisitive, operating previously as Menlo Technologies, is a software development company known for its expertise in web and mobile app development, cloud migration, and data solutions. Their reviews highlight a consistent theme of effective communication, timely delivery, and technical proficiency, with over 90% of feedback being positive. Many clients valued their responsiveness and collaborative approach, with approximately 80% of reviewers praising their project management skills.
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List of the Top 15 United States CRM Companies
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$5,000+$200 - $300 / hr50 - 249Indianapolis, IN
Ability to deliver
35.5/40.017.4/20 Reviews10/10 Clients & Experience8.1/10 Market PresenceService focus
100% CRM Consulting and SI -
$10,000+$150 - $199 / hr10 - 49Seattle, WA
Ability to deliver
33.6/40.016.4/20 Reviews9.1/10 Clients & Experience8.1/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$1,000+$150 - $199 / hr50 - 249Atlanta, GA
Ability to deliver
33.6/40.016.2/20 Reviews9.6/10 Clients & Experience7.7/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$50,000+$150 - $199 / hr1,000 - 9,999New York, NY
Ability to deliver
32.9/40.016.2/20 Reviews6.8/10 Clients & Experience9.9/10 Market PresenceService focus
30% CRM Consulting and SI70% Other -
$1,000+$150 - $199 / hr10 - 49Chicago, IL
Ability to deliver
32.8/40.015.8/20 Reviews9.3/10 Clients & Experience7.7/10 Market PresenceService focus
80% CRM Consulting and SI20% Other -
$5,000+$100 - $149 / hr10 - 49Miami, FL
Ability to deliver
32.4/40.016.2/20 Reviews9.3/10 Clients & Experience6.9/10 Market PresenceService focus
100% CRM Consulting and SI -
$10,000+$150 - $199 / hr10 - 49Los Angeles, CA
Ability to deliver
31.9/40.016.2/20 Reviews9.6/10 Clients & Experience6.1/10 Market PresenceService focus
100% CRM Consulting and SI -
$25,000+$50 - $99 / hr50 - 249New York, NY
Ability to deliver
31.8/40.015.6/20 Reviews7.7/10 Clients & Experience8.5/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
UndisclosedUndisclosed50 - 249Milwaukee, WI
Ability to deliver
31.8/40.014.6/20 Reviews7.6/10 Clients & Experience9.6/10 Market PresenceService focus
100% CRM Consulting and SI -
$1,000+$100 - $149 / hr10 - 49Flower Mound, TX
Ability to deliver
31.4/40.016.2/20 Reviews8.5/10 Clients & Experience6.7/10 Market PresenceService focus
90% CRM Consulting and SI10% Other -
$10,000+$25 - $49 / hr50 - 249Carlsbad, CA
Ability to deliver
35/40.017.8/20 Reviews7.5/10 Clients & Experience9.7/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
UndisclosedUndisclosed50 - 249Calabasas, CA
Ability to deliver
31/40.016.4/20 Reviews6.5/10 Clients & Experience8.1/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
Undisclosed$150 - $199 / hr10 - 49St. Louis, MO
Ability to deliver
30.8/40.016.2/20 Reviews8.1/10 Clients & Experience6.6/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$25,000+$50 - $99 / hr250 - 999Sunny Isles Beach, FL
Ability to deliver
35.7/40.016.2/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$10,000+$200 - $300 / hr10 - 49Grand Haven, MI
Ability to deliver
35.8/40.016.6/20 Reviews9.6/10 Clients & Experience9.6/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$10,000+$100 - $149 / hr250 - 999Atlanta, GA
Ability to deliver
35.2/40.015.8/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$1,000+$50 - $99 / hr10 - 49Bellevue, WA
Ability to deliver
29.7/40.015.4/20 Reviews8/10 Clients & Experience6.3/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$5,000+Undisclosed250 - 999Austin, TX
Ability to deliver
34.7/40.018.4/20 Reviews8.4/10 Clients & Experience7.9/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$1,000+< $25 / hr50 - 249Denver, CO
Ability to deliver
40/40.020/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$25 - $49 / hr250 - 999New York, NY
Ability to deliver
32.2/40.017/20 Reviews7.9/10 Clients & Experience7.3/10 Market PresenceService focus
25% CRM Consulting and SI75% Other -
$1,000+$150 - $199 / hr50 - 249San Francisco, CA
Ability to deliver
30.3/40.016.2/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
45% CRM Consulting and SI55% Other -
$10,000+$200 - $300 / hr50 - 249New York, NY
Ability to deliver
31.6/40.015.2/20 Reviews7.6/10 Clients & Experience8.8/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$5,000+$100 - $149 / hr2 - 9Denver, CO
Ability to deliver
28.8/40.016.2/20 Reviews6.2/10 Clients & Experience6.3/10 Market PresenceService focus
85% CRM Consulting and SI15% Other -
$10,000+$150 - $199 / hr50 - 249Atlanta, GA
Ability to deliver
39.4/40.020/20 Reviews10/10 Clients & Experience9.4/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$10,000+$150 - $199 / hr50 - 249Chicago, IL
Ability to deliver
36.4/40.017/20 Reviews9.8/10 Clients & Experience9.6/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$50,000+$150 - $199 / hr50 - 249Chicago, IL
Ability to deliver
39/40.020/20 Reviews9.1/10 Clients & Experience10/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$10,000+$150 - $199 / hr10 - 49Palmetto Bay, FL
Ability to deliver
33.9/40.016.2/20 Reviews8.8/10 Clients & Experience8.9/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$5,000+$100 - $149 / hr10 - 49Plymouth, MN
Ability to deliver
30.5/40.015.6/20 Reviews10/10 Clients & Experience4.9/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$5,000+$150 - $199 / hr2 - 9Osseo, MN
Ability to deliver
34/40.016.2/20 Reviews9.2/10 Clients & Experience8.6/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$5,000+$150 - $199 / hr10 - 49McLean, VA
Ability to deliver
35.8/40.017.6/20 Reviews9.7/10 Clients & Experience8.5/10 Market PresenceService focus
25% CRM Consulting and SI75% Other
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U.S. CRM Consulting FAQs
U.S.-based CRM consultants bring platform depth and industry context that shorten time to value. Many teams are certified across Salesforce, Microsoft Dynamics 365, HubSpot, and other ecosystems, with proven playbooks for migration, integration, and user adoption. Proximity to major innovation hubs — San Francisco Bay Area, New York City, Austin, Seattle, Boston, and the Research Triangle — means access to senior talent and partners in data, analytics, and marketing automation.
For regulated sectors, U.S. agencies also understand compliance requirements like HIPAA, SOC 2, PCI, and state privacy laws. If your go-to-market spans sales, marketing, and customer success, a U.S. partner can align stakeholders, run effective on-site workshops, and support change management in your time zone.
Rates vary because of factors like platform, complexity, and team seniority. On Clutch, most U.S.-based CR consultancies charge:
- Hourly rates: typically $100 – $225 for U.S. CRM consultants; specialized architects and solution owners can be higher.
- Fixed projects:
- Quick-start implementations (SMB): $15,000 – $50,000 for core setup, basic automation, and training.
- Mid-market rollouts: $60,000 – $250,000 for multi-cloud deployments, data migration, and custom objects/processes.
- Enterprise programs: $300,000 – $1 million+ for global rollouts, CPQ, complex integrations, and change enablement.
- Managed services: $5,000 – $25,000 per month for continuous optimization, admin support, and roadmap execution.
Expect additional costs for platform licenses, add-ons (e.g., CPQ, Marketing Automation), data tools, and user training.
CRM agencies in the U.S. support a broad spectrum of markets and niches. It’s common to find specialists for:
- SaaS and B2B technology — lead lifecycle, product-led growth data, RevOps.
- Financial services and fintech — KYC workflows, compliance, secure integrations.
- Healthcare and life sciences — HIPAA-aligned processes, patient and provider data.
- E-commerce and retail — omnichannel engagement, order and inventory visibility.
- Manufacturing and distribution — account-based sales, partner portals, ERP sync.
- Higher education and nonprofits — advancement, enrollment, and constituent management.
- Media and professional services — pipeline visibility, resource planning, and billing.
Start by gauging their fit, not just features — thoroughly assess their:
- Platform expertise – confirm certifications and recent case studies in your platform.
- Integration track record – ask about ERP, data warehouse, and marketing automation integrations similar to yours.
- Data and migration approach – request their plan for cleansing, deduplication, and mapping; confirm sandbox strategy and cutover.
- Change management and training – look for structured enablement, adoption metrics, and admin upskilling.
- Security and compliance – validate SOC 2 readiness, HIPAA experience, and role/field-level access design.
- Team model – meet the delivery team, not just sales. Ensure that the onshore/offshore blend and time zone coverage are clear.
- Commercials and scope – seek transparent milestones, acceptance criteria, and a post-launch support plan.
Use Clutch filters to compare verified reviews, client references, budgets, and industries. Shortlist 3–5 firms and run a paid discovery or solution workshop to de-risk the scope.
- No discovery — they jump to build without stakeholder interviews or process mapping.
- Over-customization bias — heavy code vs. configurable, out-of-the-box features.
- Vague data plan — no detail on dedupe, merge rules, or validation logic.
- Light on testing — absent UAT plans, limited regression or performance testing.
- Thin documentation — no solution design, admin guides, or runbooks.
- One-size-fits-all timelines — fixed dates that ignore data/ERP complexity.
- No adoption strategy — training is an afterthought with no change plan.
- Ownership gaps — unclear access, environments, or IP for custom components.
Ignoring red flags now can only pave the way for future headaches for your project. Do your due diligence well and make sure you match with a team that's clear from these warning signs.